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How to Setup Your Contact Data in Excel… CRM Here We Come! [Video]

Welcome to in the Trenches MBA! In this video we are going to talk about how to organize your contact data in excel so you can put it to work for you. Our lists are the backbone of any business are you using yours effectively? Here is the first step.

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Brook Borup; Speaker, Educator, Implementor

Where Does Contact Data Come From?

Business Cards (Networking) (0:25)

• Separate all your columns

Email Lists (Offline and Online) (0:32)

• Save email address to an address book
• Capture info from signature lines
• Website forms and opt-in opportunities

Client Lists (0:40)

• Targeting for more recurring services
• Notes about services purchased
• Notes about client experience

All This Contact Data in One Place…(0:58)

Start with Excel While You “Get Cleaned Up”
– Standard Columns (across the top)
• First name
• Last Name
• Company Name
• Title
• Phone
• Cell
• Email
• Address
• City
• State
• Zip
• Alternate Email
• Where did you meet
• Birthday
• Products Purchased
• Payment Method
• Favorites
• Social Media Links
• Assistant Name
• What other contact data information do you collect? Make a Column for that